• Join Commonwealth Private during an exciting period of growth
  
• Support the delivery of personal advice to high net worth clients
  
• Develop your career in a growing business with authentic leaders and a vibrant team culture
  

Do work that matters

Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative investment opportunities.

We are backed by superior research capabilities and the extensive resources of the Commonwealth Bank Group, so we can help our clients achieve the best possible outcome. We have Private Bankers and Private Wealth Managers specialising in banking, lending strategic advice, investments and insurance located right across Australia.

Our vision is to be the private bank successful Australians recommend.

See yourself in our team

The purpose of this role is to support the delivery and implementation of personal advice to client portfolio. We recognise that the advice requirements of our clients differ from the norm, and that higher incomes, higher debt levels, specialised professions and complex structures require a tailored approach.

A team-based Private Wealth Associate's remit includes providing client service and administrative support to a team of Private Wealth Managers. You will get the chance to become familiar with the Advisory client base, as well as with the process of advising and portfolio construction.

Your responsibilities will include

• Supporting Private Wealth Managers to provide high quality client service - answering queries, providing information, attending meetings, taking detailed file notes
  
• Assisting to ensure client Personal Profiles are accurate, up to date and recorded in XPLAN
  
• Preparing Terms of Engagement, Wholesale Client Letters, Records of Advice and file notes for clients
  
• Annual Review management - ensuring client annual reviews are managed and up to date
  
• Data integrity - assisting with the establishment and maintenance of client documents in XPLAN, ensuring Mandatory Fields are up to date and all client interactions are recorded in XPLAN
  

You will want to apply if you have the following

• Demonstrated knowledge of financial planning, investment markets, managed funds and Australian listed securities
  
• Prior involvement in an advisory, advisory support or relationship management role
  
• Tertiary qualifications in a business related discipline
  
• RG 146 compliant or DFP or DFP (Advanced) or in progress of completing
  

Whether you're passionate about customer service, driven by data, or called by creativity, a career here is for you.

Our people bring their diverse backgrounds and unique perspectives to build a respectful, inclusive and flexible workplace. One where we're driven by our values, and supported to share ideas, initiatives, and energy. One where making a positive impact for customers, communities and each other is part of our every day.

Here, you'll thrive. You'll be supported when faced with challenges, and empowered to tackle new opportunities. We really love working here, and we think you will too.

We're determined to make a real difference for Australia's first peoples. We encourage all interested applicants to apply. If you're already part of the Commonwealth Bank Group (including Bankwest), you'll need to apply through Sidekick to submit a valid application. We're keen to support you with the next step in your career.